New Customer Announcement – Sentinel Investments
February – 2010
New Customer Announcement — Synthesis is pleased to announce the addition of Sentinel Investments, a division of National Life of Vermont, to our growing financial Services industry client list. Sentinel has selected Synthesis’ FlightDeck™ Marketing solution to support content management, data aggregation and publishing for their data-driven mutual fund marketing literature. This new client opportunity is a product of our long-standing collaboration with Merrill Corporation. This account adds to the growing list of clients that have recently chosen Synthesis and Merrill over our competitors in open RFP competition. Sentinel is expected to be in live production on the FlightDeck/MerrillDPA platform by June of this year. For more information please contact us via: [email protected].
From the Blog:Measure Twice, Cut Once: Effective Tailored Shareholder Report Design
From the Blog:Tailored Shareholder Reports: Automation, Business Rules, and Simplicity
From the Blog:The New Tailored Shareholder Rule – What '40 Act Funds Need to Know